Portfolio Management

Leverage powerful integrated tools to improve your efficiency, visibility, and management
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BRITech Portfolio Management

Manage with ease. Spotlight your unique value.

Our Portfolio Management module enables you to easily construct and manage portfolios that drive toward achieving your clients’ goals. Rebalance portfolios either individually or in groups using our automated rebalancing suite. Maintain a complete view of your clients’ financial positions by integrating with a wide range of data feed options that combine into a consolidated analysis across all asset classes. Leverage integrated support for cross-asset classes, multi-currency, multi-language, portfolio analytics, reporting, and much more.

  • Control

    Control portfolios of individuals, corporations, investment clubs and funds.

  • Reports

    Export to external modules of legal reports (CVM, Bovespa etc), tax, accounting, settlement and various market systems. Portfolio analysis: performance indicators, slides, portfolio simulation.

  • Multi-Currencies and Multi-Languages

    Register clients, portfolios, funds and asset quotes in multiple currencies and languages.

  • Receivables Control

    Control of transfers to distributors and rebates, with determination of profitability and performance. Control liabilities, including by account and order (shareholder).

  • Open Banking

    Share data through APIs between two or more unaffiliated parties, enabling integration with digital banks and other services to provide a better customer experience and create new business models.

  • Flexibility and Performance

    Customizable solution for exchanging information on orders, movements, positions and records between Market Agents – Managers, Custodians and Portfolio Administrators – according to the standards provided by each institution.

  • Reconciliation

    Multiple data entries in the same process, eliminating a second stage of reconciliation, which allows the reconciliation process to be carried out upon receipt from external sources at pre-defined times or manually. Identification of the main points of conformity and those that show differences.

We are very comfortable with the architecture we have now. The backend, all-in-one solution that was developed for us by the BRITech team last year helps us to centralize data and send data to all of the platforms that we use by API connections. This ultimately lets our client interaction be faster and friendlier, helping us drive customer loyalty.

Eduardo Gálvez
CCO and Co-Founder | Zest Capital

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